# ![@plainyogurt21 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::791473106007097345.png) @plainyogurt21 Adu Subramanian

Adu Subramanian posts on X about in the, imo, $bbio, list the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::791473106007097345/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::791473106007097345/c:line/m:interactions.svg)

- [--] Week [------] +54%
- [--] Month [-------] -11%
- [--] Months [-------] +50%
- [--] Year [---------] +301%

### Mentions: [--] [#](/creator/twitter::791473106007097345/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::791473106007097345/c:line/m:posts_active.svg)

- [--] Week [--] +14%
- [--] Month [---] +58%
- [--] Months [---] +42%
- [--] Year [---] +270%

### Followers: [-----] [#](/creator/twitter::791473106007097345/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::791473106007097345/c:line/m:followers.svg)

- [--] Week [-----] +0.49%
- [--] Month [-----] +2.70%
- [--] Months [-----] +27%
- [--] Year [-----] +59%

### CreatorRank: [-------] [#](/creator/twitter::791473106007097345/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::791473106007097345/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  29.05% [finance](/list/finance)  8.78% [currencies](/list/currencies)  4.73% [cryptocurrencies](/list/cryptocurrencies)  2.7% [technology brands](/list/technology-brands)  1.35% [countries](/list/countries)  1.35% [social networks](/list/social-networks)  0.68%

**Social topic influence**
[in the](/topic/in-the) 12.84%, [imo](/topic/imo) #806, [$bbio](/topic/$bbio) 6.76%, [list](/topic/list) 6.08%, [$qure](/topic/$qure) 6.08%, [target](/topic/target) #1115, [$alny](/topic/$alny) 4.05%, [$tecx](/topic/$tecx) #4, [if you](/topic/if-you) 3.38%, [the first](/topic/the-first) 2.7%

**Top accounts mentioned or mentioned by**
[@epickram](/creator/undefined) [@houndcl](/creator/undefined) [@biotenic](/creator/undefined) [@amaymd](/creator/undefined) [@rohitsjhawar](/creator/undefined) [@archimedes20311](/creator/undefined) [@buffalo51766917](/creator/undefined) [@rezfszubagoly](/creator/undefined) [@sportsbios](/creator/undefined) [@rnaianalyst](/creator/undefined) [@seedy19tron](/creator/undefined) [@honzaskaroupka](/creator/undefined) [@vulpescap](/creator/undefined) [@biohazard3737](/creator/undefined) [@tweetawaydk](/creator/undefined) [@melvinriskmgmt](/creator/undefined) [@bayareabiotechi](/creator/undefined) [@augurbio](/creator/undefined) [@bingbingbom](/creator/undefined) [@stmkrs](/creator/undefined)

**Top assets mentioned**
[BridgeBio Pharma, Inc. Common Stock (BBIO)](/topic/$bbio) [uniQure N.V. (QURE)](/topic/$qure) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Lexeo Therapeutics, Inc (LXEO)](/topic/$lxeo) [Pfizer, Inc. (PFE)](/topic/$pfe) [AstraZeneca PLC (AZN)](/topic/$azn) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Ocular Therapeutix, Inc. (OCUL)](/topic/$ocul) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Abivax SA (ABVX)](/topic/$abvx) [Aardvark Therapeutics, Inc (AARD)](/topic/$aard) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [MoonLake Immunotherapeutics Class A Ordinary Shares (MLTX)](/topic/$mltx) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Reata Pharmaceuticals, Inc. Class A Common Stock (RETA)](/topic/$reta) [Amylyx Pharmaceuticals, Inc. (AMLX)](/topic/$amlx) [Inhibikase Therapeutics, Inc. (IKT)](/topic/$ikt) [AbbVie Inc (ABBV)](/topic/$abbv) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [MAIA Biotechnology, Inc. (MAIA)](/topic/$maia) [Eli Lilly and Company (LLY)](/topic/$lly) [Tarsus Pharmaceuticals, Inc. (TARS)](/topic/$tars) [Edgewise Therapeutics, Inc. (EWTX)](/topic/$ewtx) [Cidara Therapeutics, Inc. (CDTX)](/topic/$cdtx) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Cogent Biosciences, Inc. Common Stock (COGT)](/topic/$cogt) [Xilio Therapeutics, Inc. (XLO)](/topic/$xlo) [Nurix Therapeutics, Inc. (NRIX)](/topic/$nrix) [4D Molecular Therapeutics Inc. (FDMT)](/topic/$fdmt) [Adverum Biotechnologies, Inc. Common Stock (ADVM)](/topic/$advm) [Oruka Therapeutics, Inc. Common Stock (ORKA)](/topic/$orka) [Design Therapeutics, Inc. (DSGN)](/topic/$dsgn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Was calling this potential issue back in June. How late this *lack of data* is. $TECX $AZN AZN reports data for their relaxin analog Q3 probably. but here's the problem. THey know it doesn't work to reduce PVR in ipcPH patients but they still enroll them. TECX knows these patients without [--] WU PVR show little to none PVR benefit. AZN does too. https://t.co/sOTLvL53zx $TECX $AZN AZN reports data for their relaxin analog Q3 probably. but here's the problem. THey know it doesn't work to reduce PVR in ipcPH patients but they still enroll them. TECX knows these patients without [--] WU PVR show"  
[X Link](https://x.com/plainyogurt21/status/2021203603898368097)  2026-02-10T12:44Z [----] followers, [----] engagements


"People probably jittery after APLT but from the perspective of the FDA the data looks cleaner and the interactions look better for SLNO. An extension in the PDUFA is positive if it comes with additional data( like was the case with $RETA and with $AMLX). Don't know if the FDA saw any additional information. If not that's concerning to me I don't think FDA flexibility is going anywhere and the patient advocacy combined somewhat ok data favors approval. My two cents from an FDA perspective using history. https://twitter.com/i/web/status/1861989861823312105"  
[X Link](https://x.com/plainyogurt21/status/1861989861823312105)  2024-11-28T04:25Z [----] followers, [----] engagements


"$XLO updates on clinical trials .gov Looks like they stopped early. $NRIX details on expansion cohorts https://clinicaltrials.gov/study/NCT05131022spons=Nurix%20Therapeutics&tab=history&a=26&b=27#version-content-panel https://clinicaltrials.gov/study/NCT05052268spons=Xilio&tab=history&a=20&b=21#version-content-panel https://clinicaltrials.gov/study/NCT05131022spons=Nurix%20Therapeutics&tab=history&a=26&b=27#version-content-panel https://clinicaltrials.gov/study/NCT05052268spons=Xilio&tab=history&a=20&b=21#version-content-panel"  
[X Link](https://x.com/plainyogurt21/status/1913770608745222632)  2025-04-20T01:44Z [----] followers, [----] engagements


"@A_May_MD https://x.com/houndcl/status/1935337320871497735 SRRK decides NOT to pursue SRK-439 in obesity. All cardiometabolic related contents have been removed from their pipeline. 🍿 https://x.com/houndcl/status/1935337320871497735 SRRK decides NOT to pursue SRK-439 in obesity. All cardiometabolic related contents have been removed from their pipeline. 🍿"  
[X Link](https://x.com/plainyogurt21/status/1935350624087888135)  2025-06-18T14:55Z [----] followers, [----] engagements


"Im in the 20-30% POS range. Simply because baseline 6MWD. Not the post hoc stuff simply a matter of ceiling effects and nature of the endpoint. I think Imatinib PoC is still up for some debate about AV (at least in many circles I think its effective) Think $IKT L was how I was expressing the bet https://twitter.com/i/web/status/2003900577856561498 https://twitter.com/i/web/status/2003900577856561498"  
[X Link](https://x.com/plainyogurt21/status/2003900577856561498)  2025-12-24T18:48Z [----] followers, [----] engagements


"Going to [----] what names underperforming XBI have good value filtering for names with returns 20% YTD gives you a list of mainly shitcos imo. Want to buy $KPTI or $BHVN ahead of their readouts Here's my list I picked from those 20% names which look somewhat interesting as longs. Even something like $QURE is up after FDA rejected them. Anything with a pulse is up 100% or more. https://twitter.com/i/web/status/2004680038340530219 https://twitter.com/i/web/status/2004680038340530219"  
[X Link](https://x.com/plainyogurt21/status/2004680038340530219)  2025-12-26T22:25Z [----] followers, [----] engagements


"$OCUL/ $EYPT $ABBV $RGNX $FDMT $ADVM- Set to change a few treatment paradigms. I'm not rehashing old tweets: OCUL will report SOL-1 a superiority study vs 2Mg aflibercept. First phase [--] for EYPT too. Hitting stat sig is a near guarantee because patients will require rescues. But were looking for rescue free rates at 6-9 months. 70%+ are a home run given the large sample size. I think there is a chance they hit 80% given the strict criteria for BCVA decline selecting patients who respond with good vision and PK data out to [--] months. Ph1 rescue rates were 70%+ in a different population. EYPT"  
[X Link](https://x.com/plainyogurt21/status/2006022457698779260)  2025-12-30T15:19Z [----] followers, [----] engagements


"$UTHR UTHR teton pt2 - TETON [--] was positive but note the curves and the cough. I was wrong before because I thought fibrosis was the only way to win. Now I realize FVC is an endpoint in IPF and doesnt represent the core disease pathology. Treprostinil likely improves FVC through vasodilation and surfactant production. More surfactant = better able to breath out = better FVC. I await the full HRCT results from the trial to believe its anti fibrotic. https://twitter.com/i/web/status/2006022459850375334 https://twitter.com/i/web/status/2006022459850375334"  
[X Link](https://x.com/plainyogurt21/status/2006022459850375334)  2025-12-30T15:19Z [----] followers, [----] engagements


"$SYRE $ORKA - ORKA is reporting their first phase [--] results and dosing higher than the SoC Plaque psoriasis drugs. Im attracted to these stories which can effectively be the last drug for a given market. If ORKA hits the PASI-100 rates theyre targeting. All other drugs are moot.h/t to @MelvinRiskMgmt for the alert on potential combo UC data coming as PoC for $SYRE. https://twitter.com/i/web/status/2006022462006321454 https://twitter.com/i/web/status/2006022462006321454"  
[X Link](https://x.com/plainyogurt21/status/2006022462006321454)  2025-12-30T15:19Z [----] followers, [----] engagements


"Hidradenitis drugs - $AVTX $ABBV $ZURA- AVTX in Q2 is the first read out for Il1b targeted drug. Honestly not too bullish. ABBV data with lutikizumab was good but I think IL1A actually does something and theres no PK argument against ABBV. Plus if youre really targeting IL1b Id be worried about fevers/neutropenia. MAS825 (IL18/Canakinumab bispecific) failed (13% sHISCR50 delta) so whats the hope for AVTX ZURA SSc is not my alley but after that trial they'll report Results in HS (may be delayed to 2027). Has the making of a shitco but IL17A makes up 15% of HISCR75. BAFF can do 5-15% depending"  
[X Link](https://x.com/plainyogurt21/status/2006024089064943733)  2025-12-30T15:26Z [----] followers, [----] engagements


"@BayAreaBiotechI @BiotechPort $DSGN - mRNA and protein expression data expecting it to improve Doesn't look competitive"  
[X Link](https://x.com/plainyogurt21/status/2006547223123996882)  2026-01-01T02:05Z [----] followers, [----] engagements


"@medstudentinvst Have you any thoughts on the DSGN update or too early for you"  
[X Link](https://x.com/plainyogurt21/status/2009100997692674337)  2026-01-08T03:12Z [----] followers, [---] engagements


"$BBIO This is the future of ATTR treatment imo should be able to go directly from FIH Phase [--] - phase [--] trials. NI006 started Ph1 trials in [----] and imo will be approved [--] years later. Should be Meaningfully better than current depleters. I think this further proves antibody "alpha" is gone. Regeneron with YTE antibody - monoclonal drugs and paragon alpha may be spent. Will have to start taking on much more biology risk. https://twitter.com/i/web/status/2010920311684755495 https://twitter.com/i/web/status/2010920311684755495"  
[X Link](https://x.com/plainyogurt21/status/2010920311684755495)  2026-01-13T03:42Z [----] followers, 10.2K engagements


"Imagine $BBIO. But Worse drugs. All of them. And there you go. Now you have $BHVN Is the pipe growing again Wtf $BHVN Left is mid [----] (12 programs) Right is yesterday at JPM With half the cash half the market cap and the lead program dead. (18 programs) Vlad I beg of you. https://t.co/zbejcAJ5GA Is the pipe growing again Wtf $BHVN Left is mid [----] (12 programs) Right is yesterday at JPM With half the cash half the market cap and the lead program dead. (18 programs) Vlad I beg of you. https://t.co/zbejcAJ5GA"  
[X Link](https://x.com/plainyogurt21/status/2011260244538896732)  2026-01-14T02:13Z [----] followers, [----] engagements


"@augurbio Do you have a list"  
[X Link](https://x.com/plainyogurt21/status/2012980413300375832)  2026-01-18T20:08Z [----] followers, [---] engagements


"Would any $ocul sol-1 bears want to fight me (intellectually)"  
[X Link](https://x.com/plainyogurt21/status/2017275810147635446)  2026-01-30T16:36Z [----] followers, 10.3K engagements


"@seedy19tron @Respekchemistry MC 2B for potentially foundational therapy in wAMD/ DR/etc seems small"  
[X Link](https://x.com/plainyogurt21/status/2017282249318658120)  2026-01-30T17:02Z [----] followers, [---] engagements


"AZD5462 dose dependent increase in Renin. Maybe there IS something to LLY dosing 100X their EC50 (cAMP). Here they're dosing anywhere from 5-500X. 5x is minimal change. TX45 is at 1-10X EC50. AZD3427 at 10-100X. @honzaskaroupka Good find. Interesting the LVEF and renin data. The renin adjustment goes down over time at a constant dose. Does provide some "disease modifying" effect in the HFrEF population. Problem is of course HFpEF is different. dose dependent renin increase in humans. https://t.co/OAu6aLTKhS @honzaskaroupka Good find. Interesting the LVEF and renin data. The renin adjustment"  
[X Link](https://x.com/plainyogurt21/status/2017966321212809489)  2026-02-01T14:20Z [----] followers, [----] engagements


"@peter_mantas Toferson had an adcom: hold an Adcom for QURE then. Type A meetings can be granted for a number of reasons and doesnt have to be positive. Ona nother note: do we think QURE says something before the minutes come out they did after pre BLA wonder about this time"  
[X Link](https://x.com/plainyogurt21/status/2019045134722331069)  2026-02-04T13:47Z [----] followers, [---] engagements


"@Buffalo51766917 @rohitsjhawar @rezfszubagoly Yea 50% is fair for downside. Droxi I think requires titration"  
[X Link](https://x.com/plainyogurt21/status/2019525563258483156)  2026-02-05T21:36Z [----] followers, [---] engagements


"I am way zoomed out on this one its not an RCT: forget everything else about the biology etc. badoreceptor schmeroreceptor. A RWD trial is designed to hit. They only have patients who respond in the trial and it works via constricting vessels: less NE = less constriction. Placebo does worse"  
[X Link](https://x.com/plainyogurt21/status/2019528586907066460)  2026-02-05T21:48Z [----] followers, [---] engagements


"@Buffalo51766917 @rohitsjhawar @rezfszubagoly Its 100% a failed trial subgroup analysis post hoc red flag shitco no drug company type. But I just think the trial design is for it to work"  
[X Link](https://x.com/plainyogurt21/status/2019528911860994264)  2026-02-05T21:49Z [----] followers, [---] engagements


"@bingbingbom Hoo hoo Hoos callin my phone Hoo hoo Hoos callin my phone Hoo hoo Hoos callin my phone"  
[X Link](https://x.com/plainyogurt21/status/2019530352503689244)  2026-02-05T21:55Z [----] followers, [---] engagements


"@Buffalo51766917 @rohitsjhawar @rezfszubagoly Fair criisicm here but the RWD did work Ie the OHSA endpoint showed a difference"  
[X Link](https://x.com/plainyogurt21/status/2019530474604097889)  2026-02-05T21:56Z [----] followers, [---] engagements


"ZURZUVAE did [---] M in revenue in [--] vs 85M in [----]. Interesting wrt $LPCN early Q2 PPD readout. (Yes a complete shitco)"  
[X Link](https://x.com/plainyogurt21/status/2019743706044125566)  2026-02-06T12:03Z [----] followers, [----] engagements


"not saying to do this but I am saying this is a possible strategy Step 1: apply to YC as "AI Hedge Fund". step 2: invest 100% in [--] stocks with coin flip odds to 5x step 3: 1/8 chance of legend status and 125x. 7/8 chance do mea culpa + "learning experience when young" Y Combinator's [----] request for startups: https://t.co/TCUWZQpch4 Y Combinator's [----] request for startups: https://t.co/TCUWZQpch4"  
[X Link](https://x.com/plainyogurt21/status/2020547860949815451)  2026-02-08T17:18Z [----] followers, [----] engagements


"@Stmkrs There isn't. Do we have proof of the remodeling part and ultimately it's trying to target the patients with PH rather than HF alone"  
[X Link](https://x.com/plainyogurt21/status/2021201783276912733)  2026-02-10T12:37Z [----] followers, [--] engagements


"$RZLT - well well well. This one popped up AFTER the failure. tHI is a different trial diff market diff endpoint. I liked it after the fail and didnt expect this re rating so fast. The science behind erso was extremely straightforward: block the excess insulin - solve the hypoglycemia. but I think the trial design was flawed. cHI trial used two endpoints: Number of hypoglycemic episodes and time under CGM. Both failed. Number of hypoepisodes showed no signal but the time under threshold with a continuous monitor showed a mild signal (though still too variable to be anywhere near stat sig). I"  
[X Link](https://x.com/plainyogurt21/status/2006022447376519634)  2025-12-30T15:19Z [----] followers, [----] engagements


"$CTNM - A smaller one but $BMY data in LPAR1 program. Looking for some signs of success in their IPF program. Theres an argument that this is worth a lot. $AMGN failed in the LPAR1 trial and BMS ph2 LPAR1 is no dose response weird data etc. But CTNM is making the simplest PK argument. I track abstract presentations so Likely will see something ATS (early prolly not) or ERS (if successful probably clean and show here) https://twitter.com/i/web/status/2006022449117241790 https://twitter.com/i/web/status/2006022449117241790"  
[X Link](https://x.com/plainyogurt21/status/2006022449117241790)  2025-12-30T15:19Z [----] followers, [----] engagements


"ISTG I'm going into cardiology because I'm lost in the Pulmonary Hypertension sauce"  
[X Link](https://x.com/plainyogurt21/status/2009259031412482539)  2026-01-08T13:40Z [----] followers, [----] engagements


"$GUTS Since the data didn't look good in the PR here;s the chart they should have included"  
[X Link](https://x.com/plainyogurt21/status/2016853686933201027)  2026-01-29T12:39Z [----] followers, 16.4K engagements


"Putting aside the anecdotal evidence not translating 1) peptides are ALREADY widespread and used. They're literally the best selling drug (s) of ALL time. 2) doctors do not agree this peptide is safe effective. Most people haven't heard of this thing. 3) the protein - mTOR argument is ridiculous. Diff pathway different effect size. and most importantly: protein has proven benefits and is a key building block. We literally do not know the risk benefit. neither side of it. n=1 are better than RCTs sure.but have you seen that placebo response in a depression/pain trial hard to parse out if this"  
[X Link](https://x.com/plainyogurt21/status/2021001500076708071)  2026-02-09T23:21Z [----] followers, [--] engagements


"Godamnit $ALLO kinda interesting. Probably end up regretting it"  
[X Link](https://x.com/plainyogurt21/status/2021234980278485017)  2026-02-10T14:49Z [----] followers, [----] engagements


"Used to be a lot more bullish things change. I do think downside just on teh reaction is going to be worse. Also Atomox failed specifically worse in MSA patients. While using some semblance of responder analysis. It's a worse drug but the utter failures are too much to get over. plus the Co hiding the RCT data: never invest in a shitco I think people on here are underestimating $TBPH downside. Remember the valuation issues $MACK had And that was with trial hitting and an equally or even clearer path to monetization. I think positioning doesnt favor longs and this type of thing doesnt get the"  
[X Link](https://x.com/plainyogurt21/status/2021235513047265524)  2026-02-10T14:51Z [----] followers, [----] engagements


"@SharkAlertsBio Just using Peak and a ramp to that: approximation I can hard code it too"  
[X Link](https://x.com/plainyogurt21/status/2021713288543748220)  2026-02-11T22:29Z [----] followers, [---] engagements


"Another thing about this; do you know what is the most genetically validated obesity target is Leptin. Every single leptin drug has failed. Regeneron is trying again with an antibody and perhaps they add to GLP1s but a completely non validated genetic target is going to be the best selling drug of all time https://twitter.com/i/web/status/2021739495788327124 https://twitter.com/i/web/status/2021739495788327124"  
[X Link](https://x.com/plainyogurt21/status/2021739495788327124)  2026-02-12T00:13Z [----] followers, [---] engagements


"@cremieuxrecueil And the GLP1 alpha was not the target not the drug (lets be honest we could have made this earlier). It was realizing the market existed Then even if you realized it existed saw the data etc: you still had to find a way NOT to pull an amylin and actually fund the drug"  
[X Link](https://x.com/plainyogurt21/status/2021740011834540159)  2026-02-12T00:15Z [----] followers, [--] engagements


"@rohitsjhawar @outerspaceisaac Is the spaghetti all drugs And is the wall approval or just in the clinic Because the number of drugs in the clinic is not a function of the generation of those targets"  
[X Link](https://x.com/plainyogurt21/status/2021746137271595270)  2026-02-12T00:40Z [----] followers, [--] engagements


"****2025 BioX Year in Review**** Not to be taken seriously: $XBI A long time ago in a galaxy between San Diego and Boston a traveler arrived at the gates of BioX on January 1st [----]. The feeling was uneasy. Against all common wisdom to jump on the next big AI startup Bitcoin or index in big tech they'd felt a calling to biotech. One clinical trial readout sending a stock up 100% and now theyre hooked. But aimless. "Welcome young traveler" came a voice from the shadows like a Jedi master who'd seen a thousand battles. @sports_bios emerged dressed in robes the color of tulips his presence"  
[X Link](https://x.com/anyuser/status/2004928773641437489)  2025-12-27T14:54Z [----] followers, 28.5K engagements


"Cmon man I get this is a step change. but generating the drug structures to bind to target is merely step [--] in [--]. Still need the right idea the funding the disease understanding the trials (late and early stage) regulatory environment understanding translation froom animals etc. Pharma is COOKED Isomorphic Labs just revealed IsoDDE: an AI system that designs drugs on a computer faster than any pharma R&D doubles AlphaFold [--] on hard targets 20x better than Boltz-2 on antibodies beats the physics gold standard at binding found drug pockets from https://t.co/iQ3xKqU9mw Pharma is COOKED"  
[X Link](https://x.com/plainyogurt21/status/2021726076410495402)  2026-02-11T23:20Z [----] followers, 27.5K engagements


"@epickram Not restricted to HFpEF:"  
[X Link](https://x.com/plainyogurt21/status/2022052367714423003)  2026-02-12T20:57Z [----] followers, [---] engagements


"sure let's say it's 20% I think that's a fairly generous estimation but they would have seen [--] patients of data. Is that enough of a subgroup trend to make the decision Even if it's higher and they still didn't see anything (let's say they have the same trial). TECX is the only one who's shown us PVR (in acute tho). And the prize is a 5B turnout on the data. So on an AZN fail who's really selling this down from 10% PoS to 5% poS. AZN d/c not a good thing. but also.seemed to be relatively priced in given safety concerns alleviated. https://twitter.com/i/web/status/2022052929251819833"  
[X Link](https://x.com/plainyogurt21/status/2022052929251819833)  2026-02-12T20:59Z [----] followers, [---] engagements


"New year new catalysts: here's a list I am thinking about. $GOSS - $IKT in PAH expected ph3 in Feb: Bull case 1) imatinib works (IMPRES dropouts yea but also benefits huge and reinforced through smaller trial last year) 2) Seralutinib worked in a subgroup (FCIII) 3) the trial is enrolling people in the subgroup Seralutinib worked 4) Seralutinib shows better potency in vitro compared to imatinib for Mouse and human models 5) maybe some retention in the lung (rats yes this isn't huge but it's more retentive than imatinib imo). 6) based on the reductions in mPAP the 6MWD in ph2 was under the"  
[X Link](https://x.com/plainyogurt21/status/2006022438639837580)  2025-12-30T15:19Z [----] followers, 57.9K engagements


"$SABS $NKTR $ABVX $AARD $MAIA $JSPR $LPCN $LQDA quick notes $ABVX- not gonna rehash this nonsense. Just know they report maint in Q2 and I think itll be good. Less bullish on crohns $NKTR - looking for more AA data. Plus with $QTTB coming in AA. I think the current AA data is good not great. If you want a signal and think it's a high unmet need you like the data. Plus if you like the AD data then you assume its for free. So nothing changes until they a) show stunning data or b) partner/get bought out. $SABS - man I wish this was at the PIP price at 2$ missed opportunity given 200M diluted"  
[X Link](https://x.com/plainyogurt21/status/2006025814534427092)  2025-12-30T15:33Z [----] followers, [----] engagements


"One more thing @Biotenic Does a good job with catalysts. He traffics in the shitcos and is batting .800. Here's a list of shitcos with a readout in the next few years I consider up his alley : $GNLX $VTVT $AARD SLS (ye im a coward you cash tag it) $CRVS in PTCL $MAIA $DMAC On the flipside: as $GLTO shows any shitco is worth a reverse merger.seemingly. https://x.com/Biotenic/status/1854588243972702516s=20 RCT's that I expect to fail in the next couple of months: $ANAB (both readouts) $BMEA T2D $CRDF CRC $CADL Prostate cancer $CRVO LBD $GALT NASH $NMRA MDD SAVA Alz $SLS AML $SYRS MDS Happy to"  
[X Link](https://x.com/plainyogurt21/status/2006027461461508348)  2025-12-30T15:39Z [----] followers, 12.4K engagements


"@Sanctuary_Bio $PVLA $IVA $DRUG all P3 illiquid doesn't seem any of these up your alley"  
[X Link](https://x.com/plainyogurt21/status/2007834394191700091)  2026-01-04T15:19Z [----] followers, [----] engagements


"January 15th is National bagel day In honor of that heres a few cos I think could be bagels $BHVN $KPTI $AARD $QURE $AQST Anyone got a few more @Biotenic"  
[X Link](https://x.com/plainyogurt21/status/2011440159758377357)  2026-01-14T14:07Z [----] followers, [----] engagements


"As a $OCUL bull all these weirdness is worrying setting up a spin job @adamfeuerstein $OCUL Very weird press release. Many questions that are not clear: - The primary and the SPA is for 36w. Why are they shifting focus to [--] now - How long are they sitting on the 36w results - When they say "trial results remain masked" does it include every one in the @adamfeuerstein $OCUL Very weird press release. Many questions that are not clear: - The primary and the SPA is for 36w. Why are they shifting focus to [--] now - How long are they sitting on the 36w results - When they say "trial results remain"  
[X Link](https://x.com/plainyogurt21/status/2019442841500389745)  2026-02-05T16:07Z [----] followers, [----] engagements


"All the $HIMS discussion on my timeline and people seem to think HIMS is fighting for the people. Theyre not. $LLY and $NVO are lowering prices and finding new and better drugs to lose and keep weight off. Theres a million companies solving medication affordability and $HIMS isnt one of them. Want to help Americans out Go fix the gross to net bubble and variation in bios in pricing. Or work to donate used medications for high cost cancer drugs. Or sell generics at cost plus. Or change policy to negotiate lower prices. Or help patients with prior auths. None of that entails stealing from other"  
[X Link](https://x.com/plainyogurt21/status/2020449680669241483)  2026-02-08T10:48Z [----] followers, [----] engagements


"@epickram @Archimedes20311 Yea this isnt good news"  
[X Link](https://x.com/plainyogurt21/status/2021207529406009664)  2026-02-10T13:00Z [----] followers, [---] engagements


"@epickram @Archimedes20311 Yes as said above: I agree. But I also need to see it"  
[X Link](https://x.com/plainyogurt21/status/2021216089401594030)  2026-02-10T13:34Z [----] followers, [---] engagements


"@RNAiAnalyst From patient demand side the conditioning itself is a major impediment: what % additional demand would come from the faster timelines/source for that info"  
[X Link](https://x.com/plainyogurt21/status/2021846385767731566)  2026-02-12T07:18Z [----] followers, [---] engagements


"In [----] $LXEO investors were concerned about frataxin expression but they now have alignment with the FDA that expression does not matter. LVMI reduction will be prioritized. I wrote about the FDA flexibility in dec [----]. "Deadly Disease + Unmet Need + CBER = Flexibility""  
[X Link](https://x.com/anyuser/status/1904190375549456713)  2025-03-24T15:15Z [----] followers, [----] engagements


"$MLTX Don't have a clear view (+ [--] think they hit the 20pt bar) but couple notes after talking to a few derms and seeing these drugs in practice. 1) Humira is garbage. most people end up relapsing over time in the real world. Bimzelx is clearly favored option imo 2) Insurance requires step through Humira every time sometimes Cosentyx to get to bimzelx. 3) I think their argument that the "label bar" matters more than strict "HS-ABX vs all ABX" bar actually makes some sense. 4) I buy their nanobody moa argument. But it may not show in HISCR75. real world efficacy could be different. 5) surgery"  
[X Link](https://x.com/anyuser/status/1972050573701578997)  2025-09-27T21:27Z [----] followers, [----] engagements


"$pasg interesting"  
[X Link](https://x.com/plainyogurt21/status/2019018287187960160)  2026-02-04T12:00Z [----] followers, [----] engagements


"@RNAiAnalyst got it: i dont think the major barriers wil be lifted with a [--] mo process. its better but this is still going to be a sub 500m market for years imo. the process itself and long term consequences are the major turnoff: not a function of capacity constrained imo"  
[X Link](https://x.com/plainyogurt21/status/2021850442838270230)  2026-02-12T07:34Z [----] followers, [---] engagements


"@epickram what % of their population are CPCPH PVR [--] in a natural population it's 20% of HF patients"  
[X Link](https://x.com/plainyogurt21/status/2022039621056749702)  2026-02-12T20:06Z [----] followers, [---] engagements


"@aditharun_ $TECX I have an exam tmrw and currently trying to parse out why Relaxin EC50 different between AZN and them by order of magnitude. FML"  
[X Link](https://x.com/plainyogurt21/status/2022176689259000280)  2026-02-13T05:11Z [----] followers, [----] engagements


"@Vulpescap @Plainyogurt lol it hasnt been updated in months just auto running in the background: didnt realize anyone still looked at it. Perhaps I should take a closer look and Claude code it better this weekend"  
[X Link](https://x.com/plainyogurt21/status/2022389116256817301)  2026-02-13T19:15Z [----] followers, [---] engagements


"Thought Id join the Fintwit weightlifting 🏋♂ club: finally hit a [---] deadlift 155BW. @lhamtil"  
[X Link](https://x.com/plainyogurt21/status/1580228781234479104)  2022-10-12T16:07Z [----] followers, [--] engagements


"I created a website (very barebones don't laugh) to allow you to receive email updates on elinical trial changes for companies. If you A) create an account and B) input a list of tickers you can receive a daily email on any changes in the last [--] days for your coverage list"  
[X Link](https://x.com/plainyogurt21/status/1696938479819829338)  2023-08-30T17:30Z [----] followers, [----] engagements


"A new post with some companies I'm watching in [----] and my thoughts on each/why I'm interested. Ones I like right now are $CNTA $AMLX $LYRA $TARS $BBIO $RCKT $INZY $ALNY although I'm rethinking some positions with recent frothiness"  
[X Link](https://x.com/anyuser/status/1742341819223195920)  2024-01-03T00:27Z [----] followers, [----] engagements


"$KROS New case report on potential long term issues (GI bleeding) with Sota use in patients with connective tissue disorders (underrepresented in the STELLAR trial). Issues stopped after Sota stopped. https://www.acpjournals.org/doi/full/10.7326/L23-0387 https://www.acpjournals.org/doi/full/10.7326/L23-0387"  
[X Link](https://x.com/plainyogurt21/status/1742567074961219998)  2024-01-03T15:22Z [----] followers, 62.8K engagements


"@Biohazard3737 Doctors analyzing PoS for a drug is like a goat looking at a digital watch.they aren't trained for that. KOLs are useful to understand unmet need and nuanced details of trial design and patient populations imo. Educated investors can be better informed than many 'KOLs'"  
[X Link](https://x.com/plainyogurt21/status/1787505848467513404)  2024-05-06T15:32Z [----] followers, 11.6K engagements


"$TARS interesting increase in repeat prescribers for them. Growth in prescribers + growth in # writing multiple = win right before Q2 vs after Q2 results"  
[X Link](https://x.com/plainyogurt21/status/1822289140559356189)  2024-08-10T15:09Z [----] followers, 32.7K engagements


"Inspired by another list for general investing I put together a list for biotech investors. Includes news Financial Regulatory scientific sources. Does not include blogs/twitter etc. I want to highlight a few I find valuable and/or fly under the radar. Thanks to all you reached out or commented resources. I included most of them. Also not sponsored by any of the sources mentioned. Pharmagellan Read it. Read the references. Subscribe to Frank David. The Pharmagellan books are the best introduction to biotech investing and the tricks of the trade. They offer an in-depth exploration of how to"  
[X Link](https://x.com/anyuser/status/1842256106808344812)  2024-10-04T17:30Z [----] followers, 42.2K engagements


"Under rated resource. Now with NotebookLM it much easier to process that information too. instead of just powering through 100s of pages you can use Notebook to get highlights and go to important places in the documents. For example: here is the podcast on Evrysdi's Summary review And the summary from Notebook LM https://notebooklm.google.com/notebook/59ba979c-337f-4e3b-9e3e-974cc493efd6/audio @BowTiedBiotech You will be amazed by all the stuff you can learn/find/capture inside the review docs of an approved drug over the FDA site - . the quirks of the particular division the inclination on"  
[X Link](https://x.com/plainyogurt21/status/1846744589937619408)  2024-10-17T02:46Z [----] followers, 10.3K engagements


"Weekly updates and new studies on I found interesting: $BMY removed the time to MACE events as a secondary endpoint in the Odyssey HCM trial Wonder why the change: $REGN Regeneron is adding another arm to the Trevo + sema + garetosmab trial. Arm C is comparing Trevo to placebo in addition to Sema (without Gareto). Interesting readthroughs to BHVN SRRK because trevagrumab is only myostatin inhibition while Garetosmab is Activin inhibition $NVS PSMAaddition trial Moved to "not recruiting" and slightly over enrolled. Trial is pre chemo mHSPC $IDYA is now running the IDE161 trial in combination"  
[X Link](https://x.com/anyuser/status/1851247615968514258)  2024-10-29T13:00Z [----] followers, [----] engagements


"We're approaching the PDUFA for $BBIO's Acoramidis Nov [--] and $ALNY's Vutrisiran (mid next year) so I wanted to go through my expectations with respect to key questions [--]. Sequencing of drugs [--]. Label for Acoramidis [--]. Reimbursement part B vs Part D [--]. Total Addressable Market [--]. What is the future Bonus: What to look for at AHA. New post up on my Subs***k explores the basics of ATTR and goes through those questions. Will summarize here. Tagging $NTLA $PFE $IONS"  
[X Link](https://x.com/anyuser/status/1857045442929799171)  2024-11-14T12:58Z [----] followers, 14.8K engagements


"This is interesting: 50% of $NTLA patients are NYHA class [--] but the median NT proBNP is still only [----]. All the other trials enrolled patients with higher median NT proBNP with lower % Class [--]. Why the delta we know NT proBNP is more objective biomarker"  
[X Link](https://x.com/anyuser/status/1857830109475917855)  2024-11-16T16:56Z [----] followers, 17.4K engagements


"Been saying for a couple months Flexibility is the norm. $QURE and $CMRX recent examples This FDA is not your father's FDA. And the theme in rare diseases will continue to be like this"  
[X Link](https://x.com/anyuser/status/1866461116693701050)  2024-12-10T12:33Z [----] followers, 14.6K engagements


"New post up exploring regulatory flexibility at the FDA. Link to S****k in Bio. Walk through some of the history and my framework. Then discuss current opportunities/drugs using flexibility like $RCKT $LXEO $CAPR $EWTX $QURE $SLNO $DNLI $IRON $RGLS. Some of my takeaways FDA flexibility goes in cycles and were in a cycle of increased rare disease flexibility P values are less important than showing signal for a drug with an unmet need The new administration shouldnt change much. Makary is open to new types of evidence. Vivek is a biotech guy. Marks is signaling hed like to continue. The FDA"  
[X Link](https://x.com/anyuser/status/1870218538218348598)  2024-12-20T21:23Z [----] followers, 31.3K engagements


"Seems like Vivek is less "Biotech whiz kid" and more "biotech finance bro". Seems like his track record trading is strong but the track record and model of Roivant hasn't been close to perfect. Plus the TL1A stuff was after his time. Am I getting the story right So he buys Axovant and interpedine which was clearly not a great drug: - @MartinShkreli. Hypes it up and it eventually doesn't work but gets enough investment from Softbank (1.1B) because he's able to sell the Roivant story In the meantime was able to gain a substantial stake in Urovant/Myovant (among others) which was a joint"  
[X Link](https://x.com/anyuser/status/1874112288413933789)  2024-12-31T15:16Z [----] followers, 16.4K engagements


"TLDR: Does a biotech thesis have to be Contra Yes Okay now onto some more info on how I view "What makes a thesis" And why one has to be variant. Two reasons a stock moves: [--]. Fundamentals - Something we can analyze and *try* to predict (as biotech analysts) [--]. non-fundamentals - outside of our core competency macro factors even To capture returns based on #1 (alpha imo) we have to be variant. Alpha = above market returns based on fundamentals what you get paid for Macro factors General mispricings Algos can be captured in some model (or outside of core competency) HFs exist for Alpha - this"  
[X Link](https://x.com/anyuser/status/1882463248509030810)  2025-01-23T16:19Z [----] followers, [----] engagements


"I think gene Therapy sentiment is at all time lows and some of these names are worth a look. Specifically looking at some of the AAV based names. The CRISPR woes were recently covered at STAT A few companies that look attractive imo: $RCKT $LXEO $TSHA $RGNX. Could be others just a few that pop into my head. Before we look at those companies: What is the state of play Gene therapy Funding is at 10yr lows: Prices at all time lows with [--] month performance dizzyingly bad: and people would rather put their money into some fake coin. The recent Stat news piece discusses CRISPR companies but gene"  
[X Link](https://x.com/anyuser/status/1887915101153542347)  2025-02-07T17:23Z [----] followers, [----] engagements


"$FULC - One of the Biotech Zombies with an actual therapy: thinking out loud Mid year we get more data on the 12mg and [--] mg cohorts for pociredir in Sickle Cell disease. A few things I like: Just look at this HbF data. And we know Increasing fetal Hemoglobin (HbF) is a proven mechanism to reduce VOCs. Evidence from Hydroxyurea and real world trials show 20%+ HbF can reduce VOCs to near [--]. Increasing HbF is how CASGEVY works Further With Oxbryta's withdrawal Adakveo's pull from Europe and concerns over liver monitoring with mitapivat patients with SCD have an increased and huge unmet need."  
[X Link](https://x.com/anyuser/status/1892945041271951603)  2025-02-21T14:30Z [----] followers, [----] engagements


"We finally have long term data from sarepta: looks like Peter Marks may have been justified in approving the therapy: looks like the drug works. $SRPT"  
[X Link](https://x.com/anyuser/status/1894119383854977339)  2025-02-24T20:17Z [----] followers, 13.1K engagements


"$BBIO. I am seeing a lot of formulary coverage documents adding Attruby at the beginning of March (major ones line United Aetna etc). Putting aside medicare coverage this commercial coverage could lead to a big 2Q in revenue"  
[X Link](https://x.com/anyuser/status/1898927395999977911)  2025-03-10T02:42Z [----] followers, [----] engagements


"Muscular Dystrophy Association (MDA 2025) is coming up with relevant updates from $EWTX $RNA $DYNE. I'm tired of navigating all independent abstract sites so I put together an aggregated search for popular ones. Also a Calendar to get updates when new ones are posted taking requests to add new conferences you don't see"  
[X Link](https://x.com/anyuser/status/1901247205886787822)  2025-03-16T12:20Z [----] followers, [----] engagements


"Been getting some questions about how to do biotech analysis (coming from generalists) Also see many lament lack of generalist interest in biotech So I wrote about my process and how I think about it. Hopefully this makes biotech a tad more accessible to all. Lots"  
[X Link](https://x.com/plainyogurt21/status/1902046684982497310)  2025-03-18T17:17Z [----] followers, 10.4K engagements


"$BBIO $PFE $ALNY Some preliminary medicare takeaways. Drop questions if you have them would love to discuss. Big picture takeaway: Alnlyam gave up 70% of the market to take 30% at higher price. Makes sense why Alnylam priced at parity. Vutrisiran also can't launch at discount by half because hospitals already bought product at 500k. Oversimplification - Lots of nuance here Cheaper Orals favored by 70% of the market other 30% is strength for Alnylam. Vutri's wouldn't take share even if priced at parity b/c of Manuf rebates Other preliminary takeaways 1) Patients: Oral drugs should be equal for"  
[X Link](https://x.com/anyuser/status/1903593924419285240)  2025-03-22T23:45Z [----] followers, 14.7K engagements


"For people looking at $BBIO $PFE $ALNY. Some thoughts using Leqvio/repatha Incentives and IRA changes Leqvio vs Repatha is instructive. Leqvio is Medical benefit (provider admin part B) like Vutrisiran while Repatha is Pharmacy benefit (traditional pharmacy part D). Commercial insurers especially larger ones prefer part D drugs even though the price is relatively the same. Both drugs are about equal. Part D drugs are easier to rebate and plans often own the pharmacy so they make a margin selling the drug. The same dynamics will play out in the ATTR market imo. Commercial plans and Medicare"  
[X Link](https://x.com/anyuser/status/1904890679068667938)  2025-03-26T13:38Z [----] followers, [----] engagements


"I wrote about regulatory flexibility in December and Peter marks was a key player. I write about his departure and the impact of FDA layoffs now. TLDR: Its bad right now. People at the FDA Investors and Biopharma Companies face uncertainty. But biotech and the FDA be okay in the long term. I walk through my thoughts on near term and long-term impacts. I go through some of the companies who may be impacted from a strained FDA in the short and longer term. I appreciate any thoughts"  
[X Link](https://x.com/anyuser/status/1906399194295787826)  2025-03-30T17:32Z [----] followers, 26.6K engagements


"Bro is a reasonable person it seems https://www.fda.gov/media/131466/download Scott Steele Ph.D. has been named FDAs Acting Director for the Center for Biologics Evaluation and Research (CBER). Dr. Steele is a science technology and policy professional at FDA with extensive experience in multiple disciplines including emerging science and technology https://www.fda.gov/media/131466/download Scott Steele Ph.D. has been named FDAs Acting Director for the Center for Biologics Evaluation and Research (CBER). Dr. Steele is a science technology and policy professional at FDA with extensive"  
[X Link](https://x.com/plainyogurt21/status/1907183362047152174)  2025-04-01T21:28Z [----] followers, [----] engagements


"$BBIO $ALNY $PFE. People are underestimating the near term tailwinds for a strong ATTRuby launch from BridgeBio. After seeing the labels and pricing dynamics I firmly believe the near term launch will be stronger than expected. My Bottom Line: The label reimbursement landscape and clinical data support Attruby on par or better than Amvuttra in the near to medium term. Formularies will cover the drug starting in Q1 and management has made it easy to start patients on free trials. Based on new patient diagnosis and tafamidis progressors. I expect 400M in [----] revenue for both Attruby and"  
[X Link](https://x.com/anyuser/status/1911859953955963174)  2025-04-14T19:11Z [----] followers, 26.3K engagements


"iykyk 🚩🚩🚩"  
[X Link](https://x.com/plainyogurt21/status/1916464276262334952)  2025-04-27T12:07Z [----] followers, [----] engagements


"Still cant believe consensus is 200M I wrote this article two weeks ago. My 450M prediction stands for [----] ATTRUBY $BBIO If youre concerned about amvuttra I lay out why Im not worried. Ive been pounding the table for six months on ATTR as a market $BBIO $ALNY $PFE. People are underestimating the near term tailwinds for a strong ATTRuby launch from BridgeBio. After seeing the labels and pricing dynamics I firmly believe the near term launch will be stronger than expected. My Bottom Line: The label reimbursement https://t.co/nk27s50QiK $BBIO $ALNY $PFE. People are underestimating the near term"  
[X Link](https://x.com/plainyogurt21/status/1917317780510019612)  2025-04-29T20:39Z [----] followers, 12.5K engagements


"I see a lot of "My KOL said this" in biotech but KOL calls are often low value and genetic. We have to do them right to get any value. I've been on all sides of this industry so I can speak to how it works the major issues and how to improve it. Basics for finding a KOL: Screener - go to network (GLG SLingshot Guidepoint Tegus) - blast email screener out to contacts - receive response and select expert - do call. Sometimes you have a specific doctor in mind. Major issues [--]. KOL variability: I can find you a KOL to say anything. There's MDs out there saying ivermectin cures cancer. On a more"  
[X Link](https://x.com/anyuser/status/1919014257011642803)  2025-05-04T13:00Z [----] followers, 18.7K engagements


"Entire world falling apart in biotech because of EO on MFN and truth social post. He tried this in 2020: this is what that EO says. I don't know how this is implemented yet. Perhaps adjusting for GDP changes the pricing picture. "b) The "most-favored-nation price" shall mean the lowest price after adjusting for volume and differences in national gross domestic product for a pharmaceutical product that the drug manufacturer sells in a member country of the Organisation for Economic Co-operation and Development (OECD) that has a comparable per-capita gross domestic product" "United States Code"  
[X Link](https://x.com/plainyogurt21/status/1921743408990732645)  2025-05-12T01:45Z [----] followers, [----] engagements


""Biotwitter dead af" yea maybe.but it's not hard to get started if you're interested. Find [--] person on Biotwitter you respect and go through their "following" list. Follow them all. Then delete as you go when you don't like the posts. Biotwitter is kinda like a small cap that been around for a decade.will never die but diluted into a mere fraction of what it used to be [--]. Bots are just out of control [--]. Lot of great posters way down due to compliance and what not [--]. Tape has worn a lot of people down Biotwitter is kinda like a small cap that been around for a decade.will never die but diluted"  
[X Link](https://x.com/anyuser/status/1932246914537562501)  2025-06-10T01:22Z [----] followers, 14.1K engagements


"Based on a little obsession over Auto immune diseases and Car-T somethings are becoming clearer after #EULAR2025 For context: We want to use CAR-T TCE mABS etc to reset the immune system. Just as we do in cancer for B cell diseases where the disease itself is proliferation of B cells we can try the same thing and see if B cells come back non pathogenic after we kill them. 1) CAR-T works better than we could imagine (Schett data 92% SLE remission) 2) CAR-T is not feasible commercially in Auto immune disease 3) Allo Car-T in vivo Car-T *can* work. $FATE results look okay on remission and B cell"  
[X Link](https://x.com/plainyogurt21/status/1933285937779208363)  2025-06-12T22:11Z [----] followers, 10.1K engagements


"The day Biotwitter officially died will be marked as the day @Sports_bios left. If he comes back it will be the day we revive it from the ashes"  
[X Link](https://x.com/plainyogurt21/status/1934384466291724624)  2025-06-15T22:56Z [----] followers, [----] engagements


"@Biotenic Who doesnt think this hits"  
[X Link](https://x.com/plainyogurt21/status/1935454497305743632)  2025-06-18T21:48Z [----] followers, 10.9K engagements


"Interest and love of the game more than anything else. AI automates a lot of the menial work so the good analysts are those willing to use it to theri advantage by automating the tasks which don't require thought to work at the top of their license. A good analyst has a consistent process and knows where AI can and can't help them in that process. As it progresses they should check whether or not AI can automate more and more of their process to accelerate their workflows. but at its core AI can't do everything (nature of alpha) so it's incumbent on the analyst to be willing to do the work."  
[X Link](https://x.com/plainyogurt21/status/1935830011853840711)  2025-06-19T22:40Z [----] followers, [----] engagements


"$CDTX not usually a fan of self congratulation but feeling pretty proud of this one. Showing 60% + reduction in flu prevention using a non vaccine. Seems pretty important in today's climate. Nice case study [--]. Identify catalyst timing shift (moving up trial readout) [--]. Understand what drives efficacy (pbo attack rate vs lung concentrations) [--]. Do the basic PK/PD modeling to convert serum to Lung concentrations to show it should work. Straightforward thesis using new PK/PD skills combined with tracking changes in catalyst timing. In fact I wrote about it a few months ago: And it came in"  
[X Link](https://x.com/anyuser/status/1937121079266246884)  2025-06-23T12:10Z [----] followers, [----] engagements


"Gonna be honest about the $NKTR if youre selling for the 30-40% thats the right move for you. Im in the stock for a zero or hero move.pennies are made elsewhere (Consider me a degenerate for this)"  
[X Link](https://x.com/anyuser/status/1937264170522538146)  2025-06-23T21:39Z [----] followers, 10.3K engagements


""is the AD market big enough for multiple players" "Does it need to be better than Dupi" $NKTR"  
[X Link](https://x.com/plainyogurt21/status/1937567862090072236)  2025-06-24T17:45Z [----] followers, [----] engagements


"After the $CDTX data which I thought was "too obvious" and capping the upside. I am changing my tact a little bit. I think $RZLT hits in Dec [----] and think it's a really straightforward thesis. Plus reflexivity into the Tumor HI data. The maket is [----] patients treated in a few centers and I think its larger than estimated. The rollout should be easy and pricing would be 400k/year. its not cheap currently but I think upside is to 6$ on a positive readout"  
[X Link](https://x.com/anyuser/status/1938252244618539467)  2025-06-26T15:05Z [----] followers, 14.1K engagements


"We should close the market for the rest of the day for @Sports_bios a true legend among all of us. He was one of the first few I saw on bio twitter and only knew for a few years. Thank you"  
[X Link](https://x.com/plainyogurt21/status/1938298031100633251)  2025-06-26T18:07Z [----] followers, [----] engagements


"🚩 Signs you are a shitco"  
[X Link](https://x.com/plainyogurt21/status/1940151214731362704)  2025-07-01T20:51Z [----] followers, 11.9K engagements


"Spent some time on $ABVX and a few thoughts 1) the drug is clearly active. YOu can't fake endoscopic responses in my opinion. THe drug works to induce some sort of real effect. 2) pretty certain the moa is via MiR-124 -STAT3 - inhibit TH17. Interestingly enough shifting the phenotype away from Th17 is likely how nicotine works to treat UC and why smokers are protected vs US 2a) the lack of effect on cytokines is fine actually. IL17 is the main th17 specific cytokine and they show an effect there. 3) I think the maintenance data is great but induction data is meh. They have to raise on"  
[X Link](https://x.com/anyuser/status/1940881092976038239)  2025-07-03T21:11Z [----] followers, [----] engagements


"$ALNY $BBIO and there we have it. Commercial policy from united healthcare requires prior ATTRUBY or VYNDA for using vutrisiran. Not a universal step edit but on the margins this cuts out a significant % of the population"  
[X Link](https://x.com/anyuser/status/1941881988920512625)  2025-07-06T15:28Z [----] followers, 44.7K engagements


"$NAMS Deep research really cooked with this onez; https://chatgpt.com/share/68728d4c-cc3c-8004-a1d6-0cf91f1be97f https://chatgpt.com/share/68728d4c-cc3c-8004-a1d6-0cf91f1be97f"  
[X Link](https://x.com/anyuser/status/1944071598304059752)  2025-07-12T16:29Z [----] followers, [----] engagements


"$TECX $LLY $AZN. I think Volenrelaxin failed for two reasons. 1) wrong population. Acute decompensating HFpEF patients are not Group [--] PH. We had mixed evidence for relaxin in HF now we know it doesn't work. The renal selective vasodilation doesn't improve the mortality output enough 2) LARS as an endpoint is no bueno. I think this one is harder to grok. LARS is an echo endpoint a proxy for left atrial filling. Catheterization measures this a little more directly. Reducing volume overload should reduce LARS. but it's just a proxy. It's sown mixed results and the endpoint is noisy in HFpEF."  
[X Link](https://x.com/anyuser/status/1944581648852365817)  2025-07-14T02:16Z [----] followers, 10.4K engagements


"Gemin Deep research on why each company was acquired and the stock price moving events https://g.co/gemini/share/74aef0709056 A reason to love #biotech: a company approaching the end (low stock price; near "death") can generate 20x return in a few or even [--] year Though these deals are few & far between here are some examples: Adding $VRNA/$MRK #learnbiotechinvesting #investing #BiotechPrometheus https://t.co/wMO38zD5q1 https://g.co/gemini/share/74aef0709056 A reason to love #biotech: a company approaching the end (low stock price; near "death") can generate 20x return in a few or even [--] year"  
[X Link](https://x.com/plainyogurt21/status/1944947174212559061)  2025-07-15T02:28Z [----] followers, 14K engagements


"Breaking down 20X turnarounds - acquisitions H/t @learnbiotech The potential common thread is some shitco with a bad readout then the stock price climbs about 4x before proof of concept trial readout and jumps on the PoC trial readout. Most companies are acquired once they disprove the major bear thesis whether commercial ($VRNA) or clinical phase 1/2 ($LBPH). I think it's a combination of 1) low expectations due to prior poor performance not IPOs. Some bad readout 2) a second act where investors are slow to recognize it 2a) potentially a bridge financing from reputable investors to try the"  
[X Link](https://x.com/anyuser/status/1944950794282836245)  2025-07-15T02:42Z [----] followers, 11.7K engagements


"if you have claude try out installing this MCP server Not perfect but I want everyone to try it and see the future in real time. No more navigating the clin trials stuff imo. Gonna be asking Claude to do it for me. https://github.com/Cicatriiz/healthcare-mcp-public/branches https://github.com/Cicatriiz/healthcare-mcp-public/branches"  
[X Link](https://x.com/anyuser/status/1945929822556852383)  2025-07-17T19:33Z [----] followers, [----] engagements


"while we start ascribing too. much value to anecdotes here's a patient in $QURE Study: "I regret being part of the study." https://www.reddit.com/r/Huntingtons/comments/1j7ffev/amt130_recipient/ https://www.reddit.com/r/Huntingtons/comments/1j7ffev/amt130_recipient/"  
[X Link](https://x.com/anyuser/status/1946276999980331268)  2025-07-18T18:32Z [----] followers, [----] engagements


"@A_May_MD Brother you have been on FIRE"  
[X Link](https://x.com/plainyogurt21/status/1947750765797269971)  2025-07-22T20:09Z [----] followers, [----] engagements


"Yes I did not enough of course. My 5% position pales in comparison to the balls on the other bulls lost in all the noise. besides @seedy19tron and @A_May_MD the biggest $ABVX bull was @plainyogurt21 who said there was "80% chance to hit stat sig". I wonder if he ended up buying. lost in all the noise. besides @seedy19tron and @A_May_MD the biggest $ABVX bull was @plainyogurt21 who said there was "80% chance to hit stat sig". I wonder if he ended up buying"  
[X Link](https://x.com/anyuser/status/1947784152306356292)  2025-07-22T22:21Z [----] followers, [----] engagements


"$CYTK $BMY Full MAPLE-HCM results will be presented August [--] at ESC (already hit primary). Key Catalyst imo 1L treatment for HCM is beta blockers. Significant % patients are well controlled. Mavacamten (Camzyos) is second line in guidelines and requires beta blocker step through. Titration of beta blockers to max dose takes time. IF (big IF) MAPLE-HCM shows strong primary and secondary results CYTK has a case for 1L therapy ahead of beta blockers. Insurance may continue to retrict it but the guidelines can start to differentiate between aficamten and mavacamten. Further I ask the same stupid"  
[X Link](https://x.com/anyuser/status/1949635605580624314)  2025-07-28T00:58Z [----] followers, 12K engagements


"So is it time to just mega long every binary that may hit stat sig but question over meaningfulness. Boy do I have a list for you VYNE topline almost cerrtainly positive LRMR only biomarker and safety spin coming FULC Also biomarker but where is the data QURE topline cUHDRS would have to fall off a cliff to fail MBX maybe they did [--] work but somehow the PTH taper is positive d/t trial design. CYBN probably counts"  
[X Link](https://x.com/anyuser/status/1949888483788505252)  2025-07-28T17:43Z [----] followers, [----] engagements


"This is the prior study inclusion criteria too. $ATYR 50% of patients in PLACEBO tapered off. I need to show you nothing else. $aytr trial will probably fail but dont short dev stage biotech unless you really know what youre doing. Enrollment requires parenchymal lung disease which is stage [--] and above. Dont expect overwhelming majority to remit. https://t.co/qQnb9fyy2Y $aytr trial will probably fail but dont short dev stage biotech unless you really know what youre doing. Enrollment requires parenchymal lung disease which is stage [--] and above. Dont expect overwhelming majority to remit."  
[X Link](https://x.com/anyuser/status/1950239521011908755)  2025-07-29T16:58Z [----] followers, 23.5K engagements


"$SRPT #FDA #CBER $REPL"  
[X Link](https://x.com/anyuser/status/1950379679032234287)  2025-07-30T02:15Z [----] followers, 39.2K engagements


"@ClearPath100 I know the answer: it didn't change. They pivoted from using the biomarker and no longer show it. THERE IS NO HUMAN EVIDENCE OF TARGET ENGAGEMENT in the HIGH DOSE cohort. not saying it won't work.but to say we have human evidence is wrong"  
[X Link](https://x.com/plainyogurt21/status/1951620452759019622)  2025-08-02T12:25Z [----] followers, 35.4K engagements


"$GOSS Gonna put thoughts out here as I work through this. Rough but trying to parse the PoC data and think out loud. Imatinib IMPRESS trial: delta in Class III 6MWD was huge - 43M but the change in PVR was actually smaller for class III patients What"  
[X Link](https://x.com/anyuser/status/1951686312672551340)  2025-08-02T16:47Z [----] followers, 25.2K engagements


"$ATYR I want them to release results just so all these tweets stop clogging up my damn feed"  
[X Link](https://x.com/anyuser/status/1952184478606197229)  2025-08-04T01:47Z [----] followers, 10.5K engagements


"$LXEO $REPL $SRPT"  
[X Link](https://x.com/anyuser/status/1952336819409891793)  2025-08-04T11:52Z [----] followers, [----] engagements


"Let me add the +1 here for $SNDX Comping to KURA and the potential for it to be BETTER because of trial design. SAVE AML. The treament of AML is well defined because NCCN exists. Heterogeneic but well defined. We know the benchmarks. R/R AML: The options are 1) trial (preferred tells you most treatment sucks) 2) targeted therapy (a la revumenib) 3) Intensive therapy 4) less intesnive therapy 5) palliative (oof). Right now Revenumenib is rec for KMT2Ar mutations and pdufa upcoming in mNPM1 mutations (also $KURA). Both drugs in r/r AML with NPM are with 6mo OS for Ziftomenib and 4.8mo OS for"  
[X Link](https://x.com/anyuser/status/1952819766650953765)  2025-08-05T19:51Z [----] followers, [----] engagements


"@Biohazard3737 EcoR1 holding SRPT PRTA JAZZ APLS at/near the top of the portfolio"  
[X Link](https://x.com/plainyogurt21/status/1953266659302752494)  2025-08-07T01:27Z [----] followers, 29.7K engagements


"Everyone in biotech is gonna dunk on this but his type of investment should be encouraged. Imagine if all the cumulative brainpower and $ currently spent optimising ads was instead spent curing diseases I've met two YC startups this summer that have cancer cures ready for clinical trials and I've heard of several others that do. It feels like something is going to happen. The world may be very different in [--] years. I've met two YC startups this summer that have cancer cures ready for clinical trials and I've heard of several others that do. It feels like something is going to happen. The"  
[X Link](https://x.com/anyuser/status/1960311343904346438)  2025-08-26T12:00Z [----] followers, 19K engagements


"$CYTK This is why you cant rely on KOL opinions pre data. Now that MAPLE is out everyones views will shift. Imo this definitely places afi mava and makes an argument to payors to allow it. Even if not docs will switch quickly. H/t to locked acct for images live"  
[X Link](https://x.com/anyuser/status/1961729424769847506)  2025-08-30T09:55Z [----] followers, [----] engagements


"Collecting some thoughts on $UTHR and Teton Results coming in the next month. Most people aren't paying attention but imo this is a serious stock moving event. I'm fairly certain it fails. It's frustrating to see companies make the same mistake over and over in IPF.: Taking small short term trials with funky stats analysis showing some benefits into a fundamentally different phase [--] trial design. Examples: $PLRX - Bexotograst only one subgroup with a weird curve leading to benefits. $FGEN - phase [--] used imputed results to show efficacy also outliers Zinpentraxin Alfa - small trial with"  
[X Link](https://x.com/anyuser/status/1962641526074573016)  2025-09-01T22:19Z [----] followers, 42.3K engagements


"Big deal https://www.fda.gov/news-events/press-announcements/fda-announces-real-time-release-complete-response-letters-posts-previously-unpublished-batch-89 https://www.fda.gov/news-events/press-announcements/fda-announces-real-time-release-complete-response-letters-posts-previously-unpublished-batch-89"  
[X Link](https://x.com/plainyogurt21/status/1963622279008383084)  2025-09-04T15:16Z [----] followers, 17.2K engagements


"see here for list. including company drug reasons and path forward. #fda I've added the PRs for each of the CRLs and if the CRLs "agrees" with the Associated Press release. For example Some companies may not discuss the totality of the CRL ($APLT) https://docs.google.com/spreadsheets/d/14-KDwqXsNF6bD_IS3-IRrwmliEkhmOAS_UPCQ00x5vc/editusp=sharing https://t.co/KKKEmZeyyu Big deal https://docs.google.com/spreadsheets/d/14-KDwqXsNF6bD_IS3-IRrwmliEkhmOAS_UPCQ00x5vc/editusp=sharing https://t.co/KKKEmZeyyu Big deal"  
[X Link](https://x.com/plainyogurt21/status/1963647839592222762)  2025-09-04T16:58Z [----] followers, 10.1K engagements


"$MBX Think the upcoming Phase [--] readout won't hit. Even if it does "hit" it won't reach equivalence to Yorvipath (50%+ placebo adjustd delta imo). The FDA endocrine division is also one of the stricter divisions. Endocrinology is straightforward: you miss a hormone replace that MF hormone replicate the signalling we usually have. MBX [----] is reading out a phase [--] trial in Hypoparathyroidism. [--] week trial of a weekly PTH replacement. They should have read the trial out already but yet we wait. Let's break down the red flags. Summary 1) These are unserious people: They're estimating a"  
[X Link](https://x.com/anyuser/status/1965490505091088515)  2025-09-09T19:00Z [----] followers, 27.1K engagements


"$TECX great article by @GongDennis on Tectonic and why the LLY trial isn't applicable. Doesn't mean relaxin works in group [--] PH just that the LLY volenrelaxin trial is too different to draw conclusions. His conclusions ( I agree with these) 1) Overdosing - LLY is dosing 100X based on concentrations and potency 2) trial population - Required recent hospitalization while TECX does not. Remember LLY trial in HFpEF. TECX and AZN in Group [--] PH (a result of HFpEF) different states. 3) TPR - peripheral resistance was [--] WU highly elevated. RElaxin vasodilates. We vasodilate people where constriction"  
[X Link](https://x.com/anyuser/status/1966974238348521723)  2025-09-13T21:16Z [----] followers, 14.8K engagements


"$QURE. For everyone saying "management is bulllish seeing patients out to [--] months". Keep in mind the first two patients Out to 24M hugely outperformed the rest of the cohort. The cUHDRS drop from +0.7 to [----]. The average of the new [--] patients is.-0.6. IDK how we get comfortable with that sort of noise in the measurements"  
[X Link](https://x.com/anyuser/status/1967408229412925626)  2025-09-15T02:00Z [----] followers, 23.1K engagements


"$QURE adding a few more things and clarifying See image. The new [--] patients at 24M are -.46 on average. At [--] months the next [--] patients are [----] (in line with NH) - will be worse at 24M likely. The benefits are primarily on cognitive scores like SWRT not Total functional capacity. I understand it's harder to measure TFC but the FDA (from QURE management) places more emphasis on these measures. on NfL the initial spike and reduction makes me wary of using the marker. We don't know how injection into the ventricles affects the dynamics of NfL drainage. Keep in mind they're relying heavily on"  
[X Link](https://x.com/anyuser/status/1967567448053346508)  2025-09-15T12:33Z [----] followers, 20.9K engagements


"$LRMR. Bogey very ill defined. Used to be a lot more bearish but have changed mind recently and a little more neutral due to FDA flexibility and seeing details how they measure FXN levels (shows its mature peptide and delivered to the mitochondria) Seems like its guaranteed to hit skin FXN levels will show some clin data but not everyone will even be on the 50mg dose for [--] days safety is unclear what could pop up but dosing interval still not long enough. Fundamentally I think the drug pretty simple: replace the protein. Should be easy enough but fxnl data will take time. No clue what"  
[X Link](https://x.com/anyuser/status/1969779204225933541)  2025-09-21T15:02Z [----] followers, 12K engagements


"$QURE Let me save you thousands in KOL calls. Patients have nothing and NEED something. If covered they'll take it Some vague waffling about the MOA and insurance coverage. Likely vague concerns on infrastructure and side effects from gene therapy. May not like the non RCT data but whatever it'll be approved (they don't know what "propensity matched" means anyway)"  
[X Link](https://x.com/anyuser/status/1971021658283544636)  2025-09-25T01:19Z [----] followers, 21.9K engagements


"$LRMR i've been told I overthink things: let's keep it simple. phase [--] $RETA results stock adds 1B+ This upcoming readout is technically part of the regulatory approval pathway (using skin FXN and fxnl trends). Skin is a guarantee imo. FXNl trends seen with early cohort. mFARS meh because non amb so 9HPT more important. https://www.biopharmadive.com/news/reata-surprises-positive-data-moxie-friedreich-ataxia/565056/ https://www.biopharmadive.com/news/reata-surprises-positive-data-moxie-friedreich-ataxia/565056/"  
[X Link](https://x.com/anyuser/status/1972144682990813658)  2025-09-28T03:41Z [----] followers, [----] engagements


"$MLTX Gonna hurt some people at BVF Cormorant"  
[X Link](https://x.com/plainyogurt21/status/1972335646779068524)  2025-09-28T16:20Z [----] followers, 13K engagements


"@A_May_MD Did the exact same as soon as it reported. Ive seen patients who tried to kill themselves with HD.because theyd seen their parents die slowly and kill themselves at the end. This disease is common debilitating and drugs are NEEDED"  
[X Link](https://x.com/plainyogurt21/status/1972622183894798688)  2025-09-29T11:19Z [----] followers, [----] engagements


"$ZURA $AVTX $MLTX Some notes assorted things. I actually think Il1b-BAFF dual inhibition. IL1B to anchor to lesion with upregulated Il1b levels and BAFF for B cell activity limiting only locally makes the most sense to minimize risks of infection Chat GPT and Modeling free drug: pathobiology - B cells are involved. IL1 pathway highly involved. abbvie results both Il1A and Il1b blockage. - abbvie d/c in UC as not competitivce the other potential indication for AVTX. Ianalumab didn't meet thresholds so stopped in development (prior BAFF): did not meet our target criteria despite demonstrating"  
[X Link](https://x.com/anyuser/status/1973094529214587005)  2025-09-30T18:36Z [----] followers, 13.5K engagements


"Rare disease pricing protected. Smdh if $LRMR didnt have this anaphylaxis.(which I dont think is a commercial barrier tbh) https://www.cms.gov/files/document/ipay-2028-final-guidance-fact-sheet.pdf https://www.cms.gov/files/document/ipay-2028-final-guidance-fact-sheet.pdf"  
[X Link](https://x.com/anyuser/status/1973126026881568917)  2025-09-30T20:41Z [----] followers, [----] engagements


"As we approach Q4 here's the catalyst Tracker for any company with active SEC filings. LMK if a company is missing and I can add it. https://www.subradata.com/catalyst_data_display Last couple weeks have been electric. May the thunder roll into Q4 $XBI $BBC Some upcoming catalysts that are on my radar: $JANX PSMA / EGFR Ph1 $AGIO PKR SCD Ph3 $FULC SCD Ph1b $RZLT cHI Ph3 $GOSS PAH Ph3 $ZBIO IgG4-RD Ph3 $IMVT TED Ph3 $PVLA cVM Ph2 $BBIO ADH1 Ph3 / LGMD2i https://www.subradata.com/catalyst_data_display Last couple weeks have been electric. May the thunder roll into Q4 $XBI $BBC Some upcoming"  
[X Link](https://x.com/anyuser/status/1973170569509282279)  2025-09-30T23:38Z [----] followers, 17.6K engagements


"@jw929204 @cIubsandwich070 When was the last time early phase china data dissapointed"  
[X Link](https://x.com/plainyogurt21/status/1974459947544092768)  2025-10-04T13:01Z [----] followers, 10.4K engagements


"*taps sign* $Pali @jw929204 @cIubsandwich070 When was the last time early phase china data dissapointed @jw929204 @cIubsandwich070 When was the last time early phase china data dissapointed"  
[X Link](https://x.com/anyuser/status/1975163123557351853)  2025-10-06T11:36Z [----] followers, [----] engagements


"Good report on $LQDA. The real world data supports better tolerability and academic data from ASCENT October [--] [--] weeks is key imo. Was bearish pre launch last [----] but seems like (with more info) Yutrepia does solve some of the Tyvaso issues. Also I wonder how they're approaching IPF see oct [--] RnD day. Our take on the $LQDA launch so far and litigation https://t.co/LXBbhq8m8K. We employed a third party firm to survey [--] randomized doctors and we found [---] patients on Yutrepia versus [----] on Tyvaso. This would suggest that $LQDA is close to 20% of the market. As $LQDA Our take on the $LQDA"  
[X Link](https://x.com/anyuser/status/1976318436373401958)  2025-10-09T16:06Z [----] followers, [----] engagements


"Me trying to explain - why Im mourning an anonymous account whom I know through talking about biotech and a tulip profile pic - tuning into a spaces with a guy who goes by Seedy - why most of my followers and following have completely nonsensical profile names Positive Unexpected Value: the friends made along the way Positive Unexpected Value: the friends made along the way"  
[X Link](https://x.com/plainyogurt21/status/1982141448188268567)  2025-10-25T17:45Z [----] followers, 11.5K engagements


"$NTLA ATTR and HAE ain't Hypertension w.r.t prevalence.but they sure aren't orphan diseases. A confirmed Hy's law case is worrying. "Within the clinical trials setting the most commonly employed method to predict a drugs likelihood to induce severe liver injury is Hys Law which was developed from the clinical impressions of Dr. Hyman Zimmerman. Zimmerman noted that among patients with DILI the presence of hepatocellular injury and jaundice conferred a 10% mortality rate""  
[X Link](https://x.com/anyuser/status/1982928796832460895)  2025-10-27T21:54Z [----] followers, 28.8K engagements


"Hey it's almost like the FDA told us what they want. in writing. This company is a [--]. $NTLA ATTR and HAE ain't Hypertension w.r.t prevalence.but they sure aren't orphan diseases. A confirmed Hy's law case is worrying. "Within the clinical trials setting the most commonly employed method to predict a drugs likelihood to induce severe liver injury is https://t.co/AUUmIwnWYM $NTLA ATTR and HAE ain't Hypertension w.r.t prevalence.but they sure aren't orphan diseases. A confirmed Hy's law case is worrying. "Within the clinical trials setting the most commonly employed method to predict a drugs"  
[X Link](https://x.com/plainyogurt21/status/1983632510912491724)  2025-10-29T20:30Z [----] followers, 10.7K engagements


"$TECX phase 1b HFrEF doesn't the change the picture at all. We know this works acutely. the concern is over long term safety and efficacy. $AZN results are more pertinent. Note they stopped their oral Relaxin trials "terminated for business reasons""  
[X Link](https://x.com/anyuser/status/1984674859549671916)  2025-11-01T17:32Z [----] followers, [----] engagements


"$QURE I completely understand the concerns on the dataset (in fact I raised these exact concerns before it was released but the problem is two fold 1) you can't design a trial to hit prior endpoints if the FDA changes the guidance on endpoints. How is a biotech supposed to design trials 2) This is the point for accelerated approval: Approve the drug on the basis of meh but positive data. Require a full trial and check results. Everything SHOULDN'T require an RCT for approval. In an ideal world statistical rigor triumphs.but the point of flexibility is to allow us to place the onus on doctors"  
[X Link](https://x.com/anyuser/status/1985361079019426067)  2025-11-03T14:59Z [----] followers, 33.4K engagements


"$COGT 2+2=4 Right"  
[X Link](https://x.com/anyuser/status/1985516010015994359)  2025-11-04T01:14Z [----] followers, 20.9K engagements


"Turns out 2+2 did indeed equal [--] or put another way.HR .5 $COGT $COGT 2+2=4 Right https://t.co/b6frrNIaQz $COGT 2+2=4 Right https://t.co/b6frrNIaQz"  
[X Link](https://x.com/anyuser/status/1987855645811363955)  2025-11-10T12:11Z [----] followers, [----] engagements

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